Holdings
Wheelhouse Advisory Group LLC
As of Jun 30, 2026, Wheelhouse Advisory Group LLC reported 28 positions worth US$20.7M. Largest: Apple Inc, Nvidia Corporation and Tesla, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 9,583 | US$2.77M | +297 | Jun 30, 2026 |
| Nvidia Corporation | 11,088 | US$2.22M | +332 | Jun 30, 2026 |
| Tesla, Inc. | 4,318 | US$1.82M | +6 | Jun 30, 2026 |
| Microsoft Corp. | 4,115 | US$1.53M | +97 | Jun 30, 2026 |
| Eli Lilly And Company | 918 | US$1.1M | −217 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,399 | US$1.05M | +563 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,764 | US$988K | +121 | Jun 30, 2026 |
| Johnson & Johnson | 3,608 | US$916K | new | Jun 30, 2026 |
| Mastercard Incorporated | 1,517 | US$779K | +170 | Jun 30, 2026 |
| Ameren Corporation | 6,239 | US$705K | −27 | Jun 30, 2026 |